Posted:15 hours ago| Platform: GlassDoor logo

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On-site

Job Type

Full Time

Job Description

Location: Athwa Gate, Surat (Shifting to Vesu in ~6 months)
Qualification: BBA – Finance & Marketing
Salary: ₹15,000-₹20,000/month
Experience: Min. 1 year in a similar industry

Ckredence Wealth (formerly Chirag Investments) has been a trusted name in wealth management since 1987, with 40+ employees across Surat, Mumbai, and Baroda. We deliver exceptional financial solutions, our success is driven by a commitment to innovation, collaboration, and customer satisfaction.

Role Overview:

We seek a dynamic Sales Executive to drive sales, build client relationships, and contribute to business growth.

Key Responsibilities:

  • Generate leads via networking, referrals, and cold calling.
  • Conduct sales presentations and meetings.
  • Build and maintain long-term client relationships.
  • Meet/exceed sales targets and maintain records.
  • Stay updated on financial products and market trends.
  • Negotiate and close deals effectively.
  • Collaborate with internal teams to optimize client solutions.

Qualifications & Skills:

  • BBA in Finance/Marketing or related field.
  • 1+ year sales experience with a strong track record.
  • Excellent communication, negotiation & MS Office skills (CRM is a plus).
  • Goal-driven, independent & team player.

What We Offer:

  • Competitive salary + performance incentives.
  • Training on financial products and sales strategies.
  • Career growth opportunities.
  • Dynamic and collaborative work environment.
  • Employee benefits as per company policy.

Join us to build a rewarding career in wealth management!

Apply Now: Send your resume to +91 8511081187

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

  • Health insurance
  • Leave encashment
  • Life insurance
  • Paid sick time
  • Paid time off

Experience:

  • B2B sales: 1 year (Preferred)

Language:

  • English (Preferred)

License/Certification:

  • NISM V111 (Preferred)

Willingness to travel:

  • 75% (Preferred)

Work Location: In person

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